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Portfolio Allocation


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									Portfolio Allocation
This template offers two allocation models: One based on age, the other based on the importance you place on each of five investment goals. The age allocation is based on the simple rule of thumb that the percentage that you should invest in equities (stocks) is equal to 100 minus your age. The remaining percentage should be invested in bonds. The other allocation model attempts to score the importance you place on objectives. With both methods, use caution. Investment allocation should be done with consideration of your risk tolerance and tax situation. To view the template, click the worksheet tab labeled Template at the bottom of the screen or press Ctrl-PgDn. With the exception of data entry cells, all cells are protected. Use the Tab key to move from one unprotected cell to the next.
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Portfolio Allocation
<-- Enter name and date in cell to the left
Portfolio Allocation Based Solely on Age
Your Age Total Invested Dollars

Simple Allocation Based on Age
Stocks Bonds

Portfolio Scoring System Based on Objectives
Rate these goals: 1-5 with 5 = most important and 1 = Not important High long-term total return Tax deferred appreciation High after-tax current income Low total return fluctuation Low single period loss probability High liquidity Total score

Portfolio Allocation Based on the Scoring of Investment Objectives
Type of Investment Liquid Fixed Income Equities (Stocks) Total Note: Equity assets should be distributed as follows: Type of Equity Investment Equity Income Securities Growth Aggressive Growth Total Percentage Dollar Allocation


Dollar Allocation

Portfolio Allocation
0% 0%

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